Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

Bank of Montreal (BMO), established in 1817 as Canada’s first chartered bank and headquartered in Montreal, Quebec (with key operations in Toronto), is a major North American financial institution offering personal and commercial banking, wealth management, and capital markets services. Managing hundreds of billions in assets, BMO serves over 13 million customers, with a strong U.S. presence through BMO Harris Bank, bolstered by its 1984 acquisition of Harris Bank and the 2022 purchase of Bank of the West, expanding its footprint to 32 states. Known for its longevity and stability, BMO has paid dividends since 1829, one of the longest streaks globally, and emphasizes digital innovation and sustainable finance under CEO Darryl White. With a global reach spanning North America, Europe, and Asia, BMO blends its historical roots with a modern focus on customer-centric growth.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$706M
3 +$604M
4
MSFT icon
Microsoft
MSFT
+$515M
5
GLD icon
SPDR Gold Trust
GLD
+$499M

Top Sells

1 +$742M
2 +$513M
3 +$488M
4
CNQ icon
Canadian Natural Resources
CNQ
+$389M
5
AMD icon
Advanced Micro Devices
AMD
+$380M

Sector Composition

1 Financials 23.02%
2 Technology 22.97%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$4.31M ﹤0.01%
224,009
-7,096
1127
$4.3M ﹤0.01%
782,622
-10,890
1128
$4.29M ﹤0.01%
228,615
-12,242
1129
$4.28M ﹤0.01%
57,898
+2,741
1130
$4.28M ﹤0.01%
62,491
+14,988
1131
$4.28M ﹤0.01%
79,027
+5,207
1132
$4.28M ﹤0.01%
26,866
+9,036
1133
$4.27M ﹤0.01%
94,801
+66,978
1134
$4.23M ﹤0.01%
10,465
-412
1135
$4.22M ﹤0.01%
126,852
-1,786
1136
$4.21M ﹤0.01%
47,431
-68
1137
$4.18M ﹤0.01%
57,043
1138
$4.15M ﹤0.01%
72,708
+9,928
1139
$4.12M ﹤0.01%
328,520
+309,265
1140
$4.11M ﹤0.01%
133,038
+482
1141
$4.1M ﹤0.01%
49,678
+34,398
1142
$4.08M ﹤0.01%
27,195
-3,127
1143
$4.06M ﹤0.01%
108,776
+875
1144
$4.06M ﹤0.01%
61,132
+44,400
1145
$4M ﹤0.01%
258,130
1146
$4M ﹤0.01%
109,451
+35,892
1147
$4M ﹤0.01%
163,907
+27,003
1148
$4M ﹤0.01%
118,799
-8,712
1149
$3.97M ﹤0.01%
76,091
-6,227
1150
$3.97M ﹤0.01%
95,546
+3,308